BGDI
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BW Gestao de Investimentos’s Caterpillar CAT Stock Holding History

BW Gestao de Investimentos’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-60,000
Closed -$20M – 80
2024
Q2 		$20M Buy
+60,000
New +$20.8M 1.11% 28
2024
Q1 		– Sell
-80,000
Closed -$23.7M – 88
2023
Q4 		$23.7M Buy
+80,000
New +$20.8M 0.75% 31

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

BW Gestao de Investimentos's CAT Position: Q2 2026 in Review

BW Gestao de Investimentos increased its Caterpillar (CAT) stake by 1,624% in Q2 2026, buying an estimated $9.7M and bringing the position to 11,720 shares worth $12.5M. The position accounts for 0.25% of the portfolio, ranked #73.

BW Gestao de Investimentos first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • BW Gestao de Investimentos held 11,720 shares of Caterpillar worth $12.5M as of Q2 2026.
  • BW Gestao de Investimentos bought 11,040 Caterpillar shares in Q2 2026, an estimated $9.7M.
  • Caterpillar made up 0.25% of BW Gestao de Investimentos's portfolio in Q2 2026, its #73 holding.
  • BW Gestao de Investimentos first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on BW Gestao de Investimentos's 13F filing for Q2 2026, filed 14 Aug 2026.